Independent Wealth Network Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,825 shares of VOO stock, worth $3.41 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

5,825

Previous 6,071 4.05%

Holding current value

$3.41 Million

Previous $3.12 Million 6.06%

% of portfolio

1.29%

Previous 1.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$456.74 - $568.03 $112,358 - $139,735	-246 Reduced 4.05%	5,825 $3.31 Million
Q1 2025 May 02, 2025	SELL	$507.05 - $563.67 $347,329 - $386,113	-685 Reduced 10.14%	6,071 $3.12 Million
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $697,178 - $746,583	1,336 Added 24.65%	6,756 $3.64 Million
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $69,854 - $77,571	-147 Reduced 2.64%	5,420 $2.86 Million
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $96,936 - $107,411	213 Added 3.98%	5,567 $2.78 Million
Q1 2024 May 20, 2024	BUY	$429.43 - $481.35 $2.3 Million - $2.58 Million	5,354 New	5,354 $2.57 Million
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $438,068 - $508,738	1,161 Added 28.37%	5,254 $2.29 Million
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $913,420 - $978,501	2,326 Added 131.64%	4,093 $1.61 Million
Q2 2023 Jul 12, 2023	BUY	$371.44 - $407.28 $32,315 - $35,433	87 Added 5.18%	1,767 $719,000
Q1 2023 Apr 18, 2023	BUY	$348.66 - $382.94 $110,873 - $121,774	318 Added 23.35%	1,680 $631,000
Q4 2022 Jan 25, 2023	SELL	$327.64 - $374.54 $204,775 - $234,087	-625 Reduced 31.45%	1,362 $0
Q3 2022 Oct 17, 2022	SELL	$328.3 - $395.04 $723,573 - $870,668	-2,204 Reduced 52.59%	1,987 $652,000
Q2 2022 Jul 26, 2022	SELL	$337.07 - $419.85 $213,028 - $265,345	-632 Reduced 13.1%	4,191 $1.45 Million
Q1 2022 Apr 20, 2022	BUY	$382.7 - $439.25 $253,730 - $291,222	663 Added 15.94%	4,823 $2 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $87,514 - $97,460	222 Added 5.64%	4,160 $1.82 Million
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $1.54 Million - $1.64 Million	3,938 New	3,938 $1.68 Million

Others Institutions Holding VOO

# of Institutions

3,703

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Vanguard Index Fds S&P 500 ETF Transaction History